MIC

Means Investment Company Portfolio holdings

AUM $1.06B
1-Year Est. Return 19.14%
This Quarter Est. Return
1 Year Est. Return
+19.14%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$694M
AUM Growth
+$83.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
201
New
Increased
Reduced
Closed

Top Buys

1 +$7.33M
2 +$6.76M
3 +$6.34M
4
MGK icon
Vanguard Mega Cap Growth ETF
MGK
+$5.01M
5
NVDA icon
NVIDIA
NVDA
+$3.59M

Top Sells

1 +$4.05M
2 +$2.93M
3 +$2.03M
4
MDY icon
SPDR S&P MidCap 400 ETF Trust
MDY
+$1.78M
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$1.45M

Sector Composition

1 Technology 24.58%
2 Financials 8.92%
3 Consumer Discretionary 8.14%
4 Communication Services 5.57%
5 Healthcare 4.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
201
-21,688